Hedge Funds, Family Offices, Endowments & Insider Analytics
Track and analyze the disclosed holdings of hedge funds, family offices & endowments, and open-market transactions by corporate officers and directors — sourced directly from SEC 13F and Form 4 filings.
Frequently asked questions
What is Pactolio?
Pactolio aggregates mandatory SEC disclosures filed by institutional investment managers and corporate insiders. Entities exercising investment discretion over $100 million or more in Section 13(f) securities are required to report long positions in Section 13(f) securities quarterly via Form 13F. Concurrently, corporate officers, directors, and beneficial owners of more than 10% of a registered class of equity securities must report transactions via Form 4. Pactolio centralizes and normalizes these datasets to calculate consensus risk and aggregate positioning.
Who is Pactolio built for?
Pactolio serves institutional investment professionals—including portfolio managers, equity analysts, and risk officers—who require objective benchmark data to evaluate peer positioning and monitor aggregate security concentration.
How frequently is the data updated?
Form 13F filings are statutorily required within 45 days following the end of each calendar quarter; Pactolio normalizes and updates this data within 24-48 hours of EDGAR publication. Form 4 transactions are typically reported within two business days of the execution date and are reflected on the platform synchronously.
Does Pactolio provide investment advice or recommendations?
No. Pactolio is strictly a data aggregation and research platform, not a registered investment adviser. All data is sourced directly from public SEC disclosures and presented without modification, interpretation, or editorial opinion. Nothing on this platform constitutes a recommendation to buy, sell, or hold any security. Users assume full responsibility for their investment decisions and should conduct independent due diligence.